Overview

Location: Canada

Date published: 19-Jun-2025

Job ID: 145965

Description and Requirements

Work Location: Hybrid - 3 days onsite/week (Wednesday core day. Flex on the other 2 days)

Position Type: Contract, 6 months (potential for extension)

Location: Toronto, ON

Salary: Analyst $31/hr - $41/hr and Associate $44/hr - $58/hr (subject to experience/qualifications and employment conditions)



Our leading financial client is seeking a Client Management Services Analyst for the team. 

The goal of the client's Capital Markets business is to be the premier client-focused Capital Markets based in Canada. To deliver on this, the capital markets arm of the client provides a wide range of credit, capital markets, investment banking, merchant banking, and research products and services to government, institutional, corporate, and retail clients in Canada and in key markets around the world.


Responsibilities:

  • Client Management Services (CMS) has the mandate to onboarding direct clients, funds, shared clients, and broker counterparties for the Capital Markets lines of business, as well as to manage a robust and effective client lifecycle process for Capital Markets clients.  
  • The CMS team is responsible for end-to-end client onboarding activities within the above-specified space, which consists of client data and information collection through research and interaction with numerous stakeholders, including Front Office, Legal Documentation, Credit, Operations, and clients.  
  • Accurate client data is captured, validated, stored, and maintained throughout the client’s lifecycle with the client's Capital Markets, together with supporting documentation, to meet various regulations and reporting needs.  
  • Reporting to the Director, the incumbent executes and/or facilitates the end-to-end client onboarding activities for direct clients, new and existing funds, shared clients, and brokers, as well as performs regular and ad-hoc activities to ensure a consistent client lifecycle data management environment.  
  • The incumbent may be required to participate in and support Capital Markets' strategic initiatives under the leadership of the Executive Director and/or Head of Client Service & Data Management

Must Have: 

  • Experience in Client Onboarding, Trade Control, Trade Desk Support, or Operations, preferably in Capital Markets.
    • 3-5 years Exp - Analyst 
    • 5-7 years Exp - Associate 
  • Experience working with Capital Markets clients and products across Sales/Trading, Lending, and Advisory services.
  • Familiarity with institutional clients (e.g., Asset Managers, Insurance Companies, Pensions, Sovereign Wealth Funds).
  • Knowledge of AML/KYC, taxation, and regulatory reporting (e.g., Dodd-Frank, EMIR, MiFID, IIROC).
  • Proficient in intermediate Excel functions, including working with large data sets, using VLOOKUPs, creating pivot tables and charts, and organizing or grouping data for analysis; no coding required.

Nice to have:

  • University degree, preferably in Finance or Accounting (asset).
  • Similar experience or position within another financial institution

All interested applicants who meet the qualifications listed above are invited to submit a resume by clicking "Apply Now".


The indicated pay range for this position is a good-faith estimate based on the qualifications necessary for the position, including experience, training, and other considerations permitted by law. Additionally, it is emphasized that the pay band mentioned herein is the one established by the client company. Factors that may be used when making an offer may include a candidate’s skills, experience and geographic location, the expected quality and quantity of work. Most candidates will start at the bottom half of the pay range, with the upper end reserved for candidates with extensive experience and skills and who live in geographic markets commanding a higher starting pay. An employee’s pay history will not be a contributing factor where prohibited by local law.

This information is subject to change and serves as a general guideline for compensation discussions. Actual offers may vary based on specific circumstances and company policies.